zocks-advisor
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.
- GitHub stars
- 35.4K
Install
/plugin install zocks-advisor@knowledge-work-pluginsRun it inside Claude Code after adding the marketplace with /plugin marketplace add anthropics/knowledge-work-plugins.
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- Marketplace
- anthropics/knowledge-work-plugins
- Source
- https://github.com/zocks-communications/zocks-agent-plugins.git
- Category
- Finance